General
Understanding the different people who are interested in Bitcoin
Everyone mentions Bitcoin as an investment or an asset. Well I guess it needs to be considered that. The basis of this argument is grounded in Softwar: A Novel Theory on Power Projection and the National Strategic Significance of Bitcoin" by Major Jason Lowery.
In my career and everything I do cyber attacks are always a problem that is why PLCs which are an interface with real world I/O are typically air gapped and placed on a separate network. However, you need to understand the true cost of launching a cyber attack has almost no financial burden on the attacker the attacker incurs almost no cost leaving the field open to a wide variety of people.
There is a group of people who are looking to secure banks and other corporations data from non-nation state actors by using crypto currency.
Diving deeper into MSTR. Founded in 1989. They are in the enterprise intelligence and data analytics company and for the most part they still are.
I would like to point out that if a company were to have complete control on the price action of an asset they could use that to influence who can "launch a cyber attack". They would need a certain amount of bitcoin to initiate the attack. Essentially, it would use real world currency to inflict damage on our adversaries.
Currently, $UNH, and other companies on their financials show they suffer from enormous losses incurred by cyber attacks. If there was a system that could enable them to reduce this that company would be incredibly valuable.
Like Warren Buffet said he does not see the point in crypto and I am in the same camp but if used in the way described by Major Jason Lowery that changes things.
Hence, I keep a watchful eye on 1 company only and that is $MSTR not because it is a bit coin treasury company but it is being run by someone who survived the .com bubble. Has a successful software enterprise and he wants to own all of the bitcoin meaning he would be able to affect price action. It is just a thought as of right now and it may bankrupt his whole business operation. However, he has earned his place on my watch list.